Planning Console in Subproject context

danieltietze
Tera Guru

In our system, we are using Project / Subproject structures. Subprojects can have different project managers.

Unfortunately, the planning console (and all pages in the project workbench always open on root project context. I have not found a way to change this.

Explanation: Given a Project A1 with child projects B1 and C1. B1 and C1 are siblings, both with the common root A1.

Navigating from the project list into project B1 and from there into "Planning Console" opens the project workbench in the "context" of project A1. If I switch to "Resources", it will display all resource plans across the entire hierarchy, so all resource plans from A1, B1 and C1. Clicking "New" in this screen will create a new resource plan in project A1, even though I opened the project workbench from project B1. The regular forms-based UI allows creating a resource plan in the subproject.

Switching to "Status Report" opens the status report page in the context of project A1. Clicking "New" here always creates a project status report for project A1 - so the project manager of subproject B1 is not able to create a status report in his subproject. The regular forms-based UI allows creating status reports in subproject B1.

I need a way of restricting the "context" of the project worbench / planning console / resources etc.. to the (sub-)project from which it was launched. Not the root project.

Is there a solution for this?

Thanks!

Daniel

4 REPLIES 4

Alberto Colombo
Tera Contributor

At the moment isn't possible use the planning console with the subproject as context; only from top_task

Unfortunately.

danieltietze
Tera Guru

Interestingly, if I switch to one of the subprojects using the selection widgety thingy on the top left, this context seems to "stick" and Resources and Status Reports seem to go to this subproject.

So... how to prepopulate this selection thing with sub_tree_root instead of top_task? Have looked at the UI Action, but that's not a solutions . UI Action "Planning Console" actually passes the subproject's sysID into the PC. There seems to be some explicit programming in there which decides it want's to go to top_task instead of the sysId passed in.

Mitch B
Tera Contributor

This has been solved in new versions of ServiceNow, it now gives you an option to choose between the child and parent project when you select the planning console link on the sub-project. 

Dhiren Aghera
Tera Guru

Yes we are in Rome and it seems to be fixed w.r.t to behavior of projects and sub-projects.

When you click on the planning console link and if the projects have sub-project then it will pop-up a message to select the project.

find_real_file.png

Also with the planning console, you have an option to open a Sub-Gantt view for subproject plan only and then you can redirect back to top tasks. Interesting feature when multiple projects are managing sub projects.

find_real_file.png

find_real_file.png

 

Also you can open/create resource plans, cost plans, status reports form a sub-project and its not going to the parent project.

Hope this helps.